Posted by AdCool > 2021-03-12 13:20 | Report Abuse

first of all, how can an analyst know or assume what would happen in 2024? that is freaking 3 years from now! It is out of the market norm to price a valuation for 3 years in advance in comparison with 6 months. Secondly, China consumption of glove is extremely low in comparison with the US and Europe. Whatever China going to produce would mostly be taken up by China itself. Not forgetting that China does not produce raw ingredients for gloves. Hence, China may not be able to expand as quickly as planned due to such restriction. They can build the plants and install all the equipment and hire all the manpower they need but without the raw ingredients, production wont move. Not forgetting that EU and US gonna give it a tough time to get China made gloves certified for medical usages. 3rdly, the IB mentioned in Q4 2021, the ASP would drop 14% while production cost would up 16%. Now here is the misinformation. We know the industry operates by passing the cost to the customers. Hence, with production cost up continuously for 2 quarters, 23% and 16%, how can you expect ASP to drop 14%? Isn't that out of economic senses? The ASP may drop but mostly in a single digit percentage.

Posted by Rahmat_Daud086 > 2021-03-12 13:34 | Report Abuse

MBB's jealous of TG's profit and dividends (all surpassed MBB's performance) caused them to run down TG.

Posted by muk912 > 2021-03-13 09:26 | Report Abuse

投行所谓的拿正牌分析师，他们所给的预测或目标价，看看笑笑就好，别太认真。毕竟他们都是在职场很多年了。假如他们的分析多数是准确的话，他们早就财务自由，享受人生了。网民也不需要埋怨或生气他们。毕竟他们也是打工一族。假如他们不写点什么出来的话，他们的工作就会被人取而代之，可怜啊…